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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
    • All Articles

Latest Podcast

  • Jensen Fired

    Dithering | Nov 13
    Jensen Fired
Topics

EU

  • DOJ Proposes Google Remedy, Search Data, EU Fines Meta

    Wednesday, November 20, 2024

    Listen to Podcast

    The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built fairly.


  • Apple’s E.U. Fine, Apple’s Next Case?

    Wednesday, September 11, 2024

    Listen to Podcast

    Apple’s fine to the E.U. is really being paid by the U.S. Treasury; there may be another fine on the way


  • Crashes and Competition

    Monday, July 22, 2024

    The recent Windows crashes are downstream from trying to encourage competition in areas Microsoft should have never made open to begin with, highlighting the challenge for regulators.


  • Tech CEOs on Trump, X and the E.U., Apple Settles with E.U. Over NFC

    Monday, July 15, 2024

    Listen to Podcast

    Tech CEO’s role in the culture; then, the E.U. goes too far with X, and gets it right with Apple and NFC


  • The E.U. Goes Too Far

    Monday, July 8, 2024

    Watch on YouTube

    Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U. continues down this path they are likely to see fewer new features and no new companies.


  • European Commission Charges Apple, Apple Delays New Features for E.U.

    Tuesday, June 25, 2024

    Listen to Podcast

    Apple is being charged by the E.U. for violations of the DMA; it’s no surprise, meanwhile, that Apple is citing the DMA for not launching new features in the E.U.


  • An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference

    Thursday, May 16, 2024

    Listen to Podcast

    An interview of me by Craig Moffett, Michael Nathanson, and Michael Morton about what an AI re-alignment in tech might look like, Meta’s spending, the realities of scale and the challenges in regulating Aggregators, the current state of the bundle, and a few other additional questions from the audience.


  • An Interview with Benedict Evans About Regulation and AI

    Wednesday, April 3, 2024

    Listen to Podcast

    An interview with Benedict Evans about his career, the differences between American and European approaches to regulation and antitrust, and the most important questions about AI.


  • Apple and Antitrust for Aggregators, DMA Investigations and Apple’s Risk

    Wednesday, March 27, 2024

    Listen to Podcast

    A much better antitrust case against Apple would focus on developers, not customers. Then, the E.U. is investigating all of American tech under the DMA; the chances of Apple leaving are not zero.


  • Apple Fined by European Commission, Apple’s Spotify Press Release, Apple Revokes Epic’s Developer Account (Again)

    Thursday, March 7, 2024

    Listen to Podcast

    Apple’s response to their European Commission fine and their (re)suspension of Epic’s developer account suggest that the company truly believes they own nothing to developers.


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Updates

  • Sharp Tech on Video: Nvidia After Jensen Huang, Ominous News for American AI, D.C. Gets Its Revenge

    Thursday, November 12, 2026
  • An Interview With Roblox CEO David Baszucki About Aggregating Play

    Thursday, November 12, 2026
  • Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

    Wednesday, November 11, 2026
View All

Stratechery Plus

Podcasts

  • Jensen Fired

    Dithering | Nov 13
    Jensen Fired
  • Nvidia After Jensen Huang, What Huang Meant to the AI Ecosystem, Washington Gets Its Revenge

    Sharp Tech | Nov 12
    Nvidia After Jensen Huang, What Huang Meant to the AI Ecosystem, Washington Gets Its Revenge
  • Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next

    Sharp China | Nov 11
    Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next

Stratechery Plus

Interviews

  • An Interview With Roblox CEO David Baszucki About Aggregating Play

    Thursday, November 12, 2026
  • An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

    Thursday, November 5, 2026
  • An Interview with Palantir CTO Shyam Sankar About the AI Religious War

    Thursday, October 29, 2026
View All

Sharp Text

Articles

  • Jensen Huang Was Always Going to Lose
    Thursday, November 12, 2026
  • X Marks the Rot
    Friday, November 6, 2026
  • Kylian Mbappé’s Little Red Card
    Friday, October 30, 2026
View All

More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

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All Articles

Explore all free articles on Stratechery.

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All Content

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Stratechery Plus

UpdateS

  • Sharp Tech on Video: Nvidia After Jensen Huang, Ominous News for American AI, D.C. Gets Its Revenge

    Thursday, November 12, 2026
  • An Interview With Roblox CEO David Baszucki About Aggregating Play

    Thursday, November 12, 2026
  • Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

    Wednesday, November 11, 2026
View All

Stratechery Plus

Podcasts

  • Jensen Fired

    Dithering | Nov 13
    Jensen Fired
  • Nvidia After Jensen Huang, What Huang Meant to the AI Ecosystem, Washington Gets Its Revenge

    Sharptech | Nov 12
    Nvidia After Jensen Huang, What Huang Meant to the AI Ecosystem, Washington Gets Its Revenge
  • Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next

    Sharpchina | Nov 11
    Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next

Stratechery Plus

Interviews

  • An Interview With Roblox CEO David Baszucki About Aggregating Play

    Thursday, November 12, 2026
  • An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

    Thursday, November 5, 2026
  • An Interview with Palantir CTO Shyam Sankar About the AI Religious War

    Thursday, October 29, 2026
View All

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